HomeMy WebLinkAbout01-0921
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~ W. ~~ No. ~/- G 1- 9cJ... L
also known as To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. .:(0). - .::< 10- Cf 25 7.2 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated
and codicil(s) dated ;z.. If () f; C, I q (" S-
R\'I--
named
,19_
(state relevant circllmstances, e.g. renunciation, death of executor, etc.)
,Decendent was domiciled at death in c.. (j Iv\ e, E A L A- tV D County, Pennsylvania, with
h \ ~ last family or principal residence at I 3 't- e, '\;J I AJ D (N ~ H I L <- r-z. D
-_114 EcH t\ N ( C 5 8J R 6-. P f\. i 7~ ss- ()f>Pc::-r<. ;}LL oN j-I...UP
(
(list street, number and muncipality)
Decendent, then 1.03 years of age, died S'er t, cl"7 ,"tl ~oo ( ,
at Ii A ~ R I 5 ~3 v R (S- H- 0 3 fiT A L H- B 6- P A .
Except as follows, decedent did not marry/was not di~orced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
L-i ~-o 0
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters (C- ;; T -1 M E,/l/ 7' ;1/\ y-
,
(testamentary; administration c. La.; administration d.b. n.C. La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAi'ID J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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~o. 21-01-0921
Estate of DAVID W. ASKEY
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW OCTOBER 5th, _ ~2_001. in;:onsicieraiiun ( . "~ lC";'.'.r' ')fl
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated december 24TH, 1965
described therein be admitted to probate and filed of record as the last will of DAVID W. ASKEY
and Letters TESTAMENTARY
are hereby granted to REBECCA C. ASKEY
7J1Ll~(l ;6ult.Ar4 ~t!/...#C~,.[)~/l/dz;
Register of Wills
FEES
Probate, Letters, Etc. ...."... S 25.00
Short Certificates( l) . . . . . . . . .. S 3. 00
Renunciation ................ S
JCP S 5.00
TOTAL _ S 33.00
Filed .OCTOB.ER. 5.,. .2001. . . . . . . . . . . . . . . . .
A ITORNEY (Sup. Ct. !.D. No.)
ADDRESS
PHONE
MAILED LETTERS AND ORDERS TO EXECUTRIX OCTOBER 5, 2001
Hl0",HO~ j{].V',I,',\)I,
'rhis is to certify that the information here given is correctly copied from an original certificate of death dl!ly tiled with me as
Local Regist.rar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
-{4A-'~< I(d",jJM
Local Registrar
Fee for this certificate, $2.00
p
7691259
~/:/;;4AAc1 ,
Date
.iC! ol..cG I
/
t11O~ ;.3 Aell 2187
COMMONWEALTH Of PENNSYLVANIA' DEPARTMENT Of HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
lb.
Dauphin
OECED€NT'S USUAl OCCuPAJ'1QN
(~\I~~'::~~u'::~:i'
IcHarrisburg
KIND Of BUSINESS/lNOUSTRY
,..;;.".=.-===-",---=---="'- SEX
STAlE f'lE :>lUMBER
SOCIAL SECURIT't' NUMBER
iYPE.1PHINl
'N
PlAMANENr
BLACK INK
NAME OF DECEDENT If'lS! M!dOle ld,511
2. Male
2. 202 - 26
I.
AGE (LaS! B'rl....oavl
UNDER 1 yEAR
MonIfl. Days
Houta ~ Minul..
BlRTHPt..ACE IC,ly dnd
Stale 01 t'ae>gll CounllYI
Pl..AC€OFDE~HiCtoeck()l"VI)f'8-- ..;ee,nSI,u(;\o()fr.lDnl)(t>el ':\>08)
HOSPllAL; -
Inpallet'l 6Q ERIOuCp.allent 0
=~IO
v"
RACE . lun.t.::an Indian, 8tKk, \NhIl:e etc
("-"', White
.
COUNTY OF OE.RH
1 34 East Winding Hill Road
Mechanicsburg, PA. 17055
t.lARITAL STATUS. Mam.d
N.......MafTied.W~,
OWorced (Spec~1
SURViVING Spouse
III ......_ ~... mao08t\ namel
"e
DECEDENT'S AJllNG ADORESS
DECEDENT'S
ACTUAL
RESmE:NCE
SHlflSltUCIlOl'\S
OIlOlhe' SIdell
Married ...Rebecca C. Aske
"'" l1cxx.""_",,,,,in IIP{)PT Allen Twp
---
M"'.
CUmberland -' "..0 =-=-.:::::..
MOTHER'S NAME ,Fut. Mdde. Matdan Surname)
-
~c.ry.tloro
17b. Cou
I..
FATHER'S NAlolE IF..-sa, Moddl.lastl
II. John S.
INfORMANT'S NAME. (T y~Pnnl)
Askey
Mildred Wallace
~
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PA 17055
....
MElHOO OF DISPOSlTlON
BunaI 0 C,.",..11On KJ Removal "om. Slale 0
0&twN tSpeotyl
Rebecca C. Askey
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23b. 23c:.
WAS CASE REFERREO TO MEDICAL EXAMlNERlCORONER?
v.,JE'
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,.......
..:...
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c .._~tzt"=.__n- ,---
AS ACONSEOOENCE OF): /L . I
<', r.Lt-Al'{.. ut, .,JAI"1-CC.ll~~""
t D____.J.'L... "'- -'IW~. ._~1I"=--_,-"".
OUElO(OAASACONSEQUENCE OF)
c~~._~__~___.____._ -... -- ...--.-..---.....-
DUE IDCORASACONS[OUE.NCE. (1)
d _ .._~. ,---- -- ~---- --
WERE AUlOPSY FINDINGS MANNER Of DEATH
AVAILABLE PRIOR TO
COMPLETION OF CAUse
OF DEATH?
>d.
I "pprc_lffiate
: inI."'" belWMn
: Qf\MI and de.'"
:
____~__.____~~__~r--_~_
(bH~ :
PART II;
Qlhef slWliflc..... conc:Jn'or-.. contributing 10 dutfl but
noI r.sutting In 1M undMtyIng QUM grven It'l PART I
----~._----~-_._~~--~--
DATE OF INJURY
11o,!1ll1lt10ay, 'l'eafl
I
I
,
---r---.-.--
:
---'-
Tllole Of INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED
Accld8nl
Pendu.-.gln....$II9.Uon
o
fJ
[1 :~EOF1NJ~..".::':,..I.Iac1""'.o"".
bulldinq. lite ISp6C'M
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v.. 0 ...0
Su~'"
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Horn-coOl
Natura'
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y..D
NoD
Could nol" del8rm,nttd
~... :I..b.
CERTifiER lCt':eck OflIV onel
'CERTiFYlHG PHYSICIAN lPhySlCoanCt'fhlyOflg C<luseo' ~al'" ....n~ J'-'ulhf;!< pIl'Y~,an lidS plO(1t)unce<l utldm .Jf\<J [Ofnj.lIt;!IW lIern 2Jl
To the be.l 01 tny knowledGe, deathoccUJfM d\M ID.... C'U"(I~ and mann.t.. Ilated. .
...
'PRONOUNCING AND CERTifYING PHYSICIAN tPtl'fS'CloIn 00111 ..H~noun(Alg I.h~..1I1 dlld l.e'l,ly.nglo l,;dUSd 01 (led"')
To Ihe ~t 01 '"W' llno..-Iedglt, death oc;curred al the 11m., dale, alld place. .Ind due 10 Ihe causa(.) .nd manner.. .I.led
...tOlCM EXAMINER/CORONER
On the b..I. o' ..aminaUon .ndlor Inlileslig.alion. in my opinion, death occurred 811he Um., dale, and place, and due to the cause(e) and
mannc' a. $la'ed .
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----~
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21-01-921
LAST WILL AND TESTAMENT
OF
DAnn 'Oo AI~
I, DAVID W. !Sur, of ,aa. CU,,. of M..baJa1oebuol. CWDt,. of ClIdJwluad.
ad st.at.a of P...,lYa1d.a. be1q of .ft41 ... IDCl et .... 1d.Dd &lid -r.r, do
h"'" 1Iake, INbl1ah ud 4tIo1an t.hu to b7 ", Lut WUl aacl TMt..-t, h""
Nt'OJd.rc aU v111a ..eoc11oU. b7 _ b.-.toton .....
rnJI. I~ I diNft. that aU. ." jwt deb\. .. ,...-.1 .,.... be
paid _to .t IIIIr 'Ma\e ..... .. ~lcab1.aft.,., th ts.. of If" d.......
, .
IDa 'l;J ~ 'All et If' ,..,. "', real and ,.'tICIt61. of ..,. Jda4
aDd 4.......,u.. .......... .1t\1at.tt. wb1t1l I., .. .... to -'t... I IIq haft
the r:t&tJt. of clUpod\1ea *' the t1M of .,. ....... I Ii..... ~ ... ~
to., vite. UB1I:CA C. ASUf, to 1M... ~~ .. 1a t.. .......
I'1'!lX III..
III ... IIf' wite .aU. DOt 1IU'Wt.. ., .. 1ft the.... of
the death of .. vUe &Del ..,...u ill a e~ DWft..-..1. or ~. .. .....
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t1nt., then Ute PJ'O"1al- .... tor .,. vUe a.u DOt ...... \0 her. lnat I
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REGISTER OF WILLS OF COUNTY
OA TH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented here
law, depose(s) and say(s) that
h, (each) being duly qualified according to
present and saw
the test at , sign the same and that signed as a witness at the
request of testat_ in h pr ence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
bscribed before
day of
19_
(Name)
Sworn to or affirmed and
me this
Register
(Address)
(Name)
(Address)
REGISTER OF WILLS OF 01 lrY\bQlLlAnd COUNTY
OATH OF NON-SUBSCRIBING WITNESS
o
l Au L l Ahke.::J ~H Rl'i:.To~lulL J
(each) a subscriber hereto, (each) being duly qualified accordin
~ u -Alte.. familiar with the signature of
I eetHeii
testat~ of (Qnt> of the ~lIh<;:,.ribiRg ....it"cssc.s to) the will
-A 6kfU(
o law, depose(s) and say(s) that
· . t:l.
that --rh..~ ......
~ V'td {lj As'" e..y
to the best of'1'hr:. I- knowledge and belief.
Sworn to or affi.n~nd subscribed before ~ J ~ r1L
me }pjs fJ day of (Name)
(({1.E,bL/ - )i(:d/a?/ "3 ~'"' ,",~",..." -Ill n.'-'
'7J)'LAy(' ~A:.,.. t1'-tt..tC~/Qrl ~
Register _ ~ .~
(Na e)
8e>oo ~ Ave ",sa ~c;;,1J4'''t-.J, 614 31~"c..
(Address)
presented herewith and
eeEIieH
believe\the signature on the will is in the handwriting of
~
~
!:1<';JUlFIJ;ArJON!1E N()TK_E lltJJ!ER RU_LE 5.6l!tl
Name of Jkeedenl: _Aske~J2aYid_R.__________________________
09/27/01
Dale of Dealh:
Will No.
21 01 00921
Admin. No.
TIJ lhe Regisler:
------_._----~.__._-------_._--------------
I cerlify that notice of (beneficial interest) ~state ad!nimstr~tio!! required by Rule 5.6(a) of Ihe Orphans' Court Rules was
served on or mailed to the following heneficiaries of the above-captioned estate on
NaJll!'<
-fuJ!!L~.s~
____Qavi~~~_ As~ey, 12713 C!:X~tal~ak~__~ol!..~t_! Manassas, VA 20112
Paul T. ~~ke~~_ East Locust Stree~~ Mechanicsburg, PA 17055,
_____Mel~~~~~~ Kuyken~~ll~__l-~L_li:_~~_!:_~~~!~g_!!:L.:t..~__~oad ~_Mecha~cs~ur~~~~~055 __
_~ristopher J. Askey,~o~ Water~_~~=nu=~~pt.~_58, Savannah, GA 31406
Notice has now been given 10 all persons entilled thereto under Rule 5Ji(a) except
I
WCTV ;;-
Date:
October 16. 2001
Signalure
Name
)n ~~.
-'-~
Mechanicsburg, PA 17055
Telephone (717) 766-3172
Capacity: none _ Personal Representative
___~_Counsel for personal representnlive
C2
LI~-'('IJEILAI'-'PNJJFN(trlt:f~JJ ~J!JUUUJ1~-E~Jii~
Name of I kcedelll:AskeY.uDavidJ-l.
--_._~--_._----_.,._-----_..._--------------
!Jale of !Jealh:
------~------_._---_._._-----_._---_._----
09/27/01
. -----_._---~ - .-------------...---
Will No,
21 01 00921
^dlllill, No,
To the Regisler:
-----------.----------
._-_._-_._------~------.
I cerlify 'halllolice of (henencll11 interest) ~sJill~-1!JlJIJiIlJs(!:lttltm reqllired by Rille 5.G(a) of Ihe Orphans' COlli! Rules \Vas
served Oil or lI1ai fed 10 the fo/lowillg helleficim ies of Ihe ahove cal'tiollcd e,slate Oil ___.
N~m~
Addless
..!:,a v id}J ~ nu1\E!~E!Y...!_}_? L!L_C!Ls.t.a!_ ..1,1lJ<.e Cou r t '.!1a.!l.as ~-Cl~.L V A_.~QllL______
--------------
__~aul_,:l'. --'''-':~keL>_-1,}}_~~.st_ Loc_ust._~_t~~~t_,_!'!~~!~~_'!~sburgL. PA 17055 '
---.1J~!i~Sll-_l,_~_.~t1X~_e!!.~.a!J,_}}}_E_ast: _~rlldingILt}l_R_oa~,. Mechanicsburg, PA 17055
- --- . "-. --- ------- .--..----------------------
Christopher J. Askey, 8000 Waters Avenue, Apt. 158, Savannah, GA 31406
_._--~-----_..------._--_._-_.._----------------------_. - --- . .-.. ..._---_.._-------~----------_.-
NOlice hns now bet'n given 10 nil persons enlilled !hereto ullder Hull' 5,(j(al excePI___tJ~Ji_ b ___.__._.._
. -----~._-----~--
----
Dale: ---ltcj;-Q.b_~!:__!,J)_L_201JJ______.______
--._--~---._-----------------
Signalure
Nallle
)n ~'"
._-_._-----~---~-----
^ddll'sS Mar.k~Lt_.
Mechanicsburg, PA 17055
Telepholle (717) 766-3172
-----.--------------------
Cap:tcily: l!o_l!~_ I'er~;onal Heprcsclllalive
____~__Conn.sel for perspnalrf'presenlnlive
REV- 1 500 EX (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I-
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C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Askey David W.
DATE OF DEATH (MM-DD-YEAR)
09/27/01
--
/'}-1.:J--6
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
3. Closely Held Corporation, Partnership or Sole-Proprietorship
FILE NUMBER
2 1 - 0
1
00921
COUNTY CODE YEAR
NUMBER
SOCIAL SECURITY NUMBER
202 _ 26
9872
DATE OF BIRTH (MM-DD-YEAR)
2/22/38
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Askey, Rebecca C,
~ 1. Original Return
D 4. Limited Estate
~ 6. Decedent Died Testate (Mach copy of Will)
D 9. Litigation Proceeds Received
- 4569
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (dafe ofdeafh between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
NAME
John M. Eakin
FIRM NAME (If Applicable)
TELEPHONE NUMBER
(717) 766-3172
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
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!:::
D-
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()
w
D:::
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
COMPLETE MAILING ADDRESS
Market Square Building
Mechanicsburg. PA 17055
(1)
(2)
(3)
(4)
(5) 4903.38
(6)
(7)
(8) 4903.38
(9) 7556.00
(10)
(11)
(12)
(13)
7556.00
(2652.62)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
e
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o
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~
::)
D-
::E
o
()
g
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x.O_ (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19) e
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
REV-1506 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Askey David W.
FILE NUMBER
2001 - 00921
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Account 183269 Members First Federal
Credit Union, See Attached
VALUE AT DATE
OF DEATH
Savings
Investment Savings
25.47
4877.91
TOTAL (Also enter on line 5, Recapitulation) $4903.38
(If more space is needed, insert additional sheets of the same size)
Send Inqui. es to.
. .
MetIlberslST
FEDERAl, CRF:IHr (iNION
Main Switchboard: (717) 697-11610' (800) 283-2328
Call-24: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www.members1st.org
Member's
Statement
of Account
Account Number From TO Page
173277 07-01-01 09-30-01 1 of 1
CATCH THE SPIRIT AS WE CELEBRATE
INTERNATIONAL CREDIT UNION DAY!
SEE THE ENCLOSED INSERT FOR MORE
INFORMATION.
1".111...111....1,1.,1.1.,1.1..11".,,111,.1...11..1..1,1.1.1
DAVID W ASKEY
C/O REBECCA ASKEY
134 E WINDING HILL RD
MECHANICSBURG PA 17055
19625
SUFFIX:OO SAVINGS
082501 SHARE DEPOSIT
082501 TFR TO SHARES 173277-05
JOINT OWNERS: DBA OFF THE WALL DULCIMER SOC
Y-T-D DIVIDENDS: .00
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 2.50%
12.00
-12.00
25. 18
37.18
25. 18
------------------------------------------------------------- ------------
SUFFIX:05 INVESTMENT SAVINGS
073101 DIVIDEND
082501 TFR FROM SHARES 173277-00
083101 DIVIDEND
091201 SHARE DEPOSIT
093001 DIVIDEND
12.74
12.00
12.78
16.95
12.25
lJ823.ltlJ
4836. 18
4848. 18
4860.96
4877.91
4890.16
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 3.10%
ANNUAL PERCENTAGE YIELD EARNED / 3.13%
117. 15
------------------------------------------------------------- ------------
FOR 2001
* IRA YTD * OTHER VTa * TOTAL YTD * TOT L YTD * TOl L yrD *
DIVIDENDS DIVIDENDS DIVIDENDS WITH OLDING FOR EITURES
.00
117.15
117. 15
.00
.00
----
.iNOTlqE~$E~FlEVEB SE SIDfEfQFlIIVIP(jRTANtINFQRMAfIQN./ .
REV-1511 EX+ (12-99) .
,f'~~
. ':t.......:i.Vd~i/ ..
)i(~: .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Askey David W.
FILE NUMBER 2001 - 00921
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER __ _~_____~ ______~_________[:)ESCf1I~TIQt!___
A FUNERAL EXPENSES:
1. Malpezzi Funeral Horne
AMOUNT
4023.00
B. ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(sL-
Street Address
City _______~_~_________~______.___ _~ State __ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Rebecca C. Askey
Street Address 134 East Winding Hill Drive
City _~___k1g<;hanj=g,Jill..\!!:~-----~--------- State ~ Zip 17055
3500.00
Relationship of Claimant to Decedent
wit~
4.
Probate Fees
33.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
7556.00
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX. (1-97)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Askey David W.
FILE NUMBER 2001 _ 00921
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Rebecca C. Askey wife entire estate
134 East Winding Hill Drive
Mechanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
n---i
QQrI
.
21-01-921
LAST WILL AND TESTAMENT
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hereby aake. Plbl teh ... 4eolaH thb to b7 ... Laltt WUl _ '1'..tUllll1t. he..
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and at the ibte of ... cleo..... .,. ohildren haTe not naoMd the... ot uJor1t7.
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~t ~~~A .l>\H'W'"f pOI"t'
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and Tl\etlllllent, thie ~ d87 orl)l,-~.I2-..J';1 A.. D., 1965.
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1,/- /02 - \6---
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Reeol CJ(:,-
Regisjc~ .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2001
ASKEY
09-27-2001
21 01-0921
CUMBERLAND
101
;;.:; of
om
Ole 27 mD :12
JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICS BURG PA ~~.
Cumber"",, Ie
REV-1547 EX AFP 112-001
DAVID
W
J~_,:ri
Allount Rellitted
PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =is4-j-Ex--AFP--fUr:ooY-NoYicE--oF-YtiHEifiTAifcE-YA'jr'A-ppRAisEirENi':--ALDiwANcE-ifli------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ASKEY DAVID W FILE NO. 21 01-0921 ACN 101 DATE 12-17-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,903.38
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,556.00
.00
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
4,903.38
(11)
(12)
(13)
(14)
7.1i1i6 on
2,652.62-
.00
2,652.62-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Cless B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Oetach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
REFUND (CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativelY correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Oaily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 77. .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 77. .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Re: Estate of Ralph S. Neiman,
Late of the Township of East Pennsboro
County of Cumberland
Commonwealth of Pennsylvania
Estate No. 21-01-0923
f::- ~ m J: ~ Y ~ E,l'LEIYJEN'r .Ii' Gf<EEtnEII/
ACCOUNTING, RECEIPT, AND RELEASE
WHEREAS, the decedent, Ralph S. Neiman, died testate on September 25,2000; and
WHEREAS, the aforesaid decedent's Last will and Testament, dated November 4,1977,
provided as follows:
I. I hereby direct my hereinafter named Executor to pay all of my just debts and funeral
expenses as soon as may be convenient after my demise.
II. All the rest, residue and remainder 0/ my estate, whether the same be real,
personal and/or mixed, 0/ whatsoever kind and wheresoever situate, I give,
devise and bequeath unto The York Bank and Trust Company, in trust,
nevertheless, for the following purposes and upon the following conditions...
B. Upon my daughter, fill A. Neiman, attaining her twenty-fifth (25th)
birthday anniversary, I hereby direct my said Trustee to divide the then
principal and al1Y accrued but unpaid interest into three (3) each
shares to be divided equally among my children, Ralphine Rae
Gentzler, TarrellJ. Neiman, and fill A. Neiman, in equal shares, share
and share alike, absolutely...
IV I nominate, constitute and appoint my daughter, Ralphine Rae Gentzler, and
my son, Tarrell]. Neiman, as Co-Executors 0/ this my Last Will and
Testament and my Estate.
WHEREAS, the aforesaid Ralphine Rae Gentzler, TarrellJ. Neiman, and Jill A. Neiman, now
married and lmown as]ill A. Johns, children of the decedent, survived the decedent; and
WHE REAS, the aforesaid Ralphine Rae Gentzler and T arrell J. Neiman qualified as Co-
Executors of the Estate of Ralph S. Neiman, and the Register of wills of the County of
Cumberland, Commonwealth of Pennsylvania, granted Letters Testamentary to them on
October 8,2001; and
WHEREAS, the aforesaid Co-Executors, during the course of the administration of the Estate,
compiled an Inventory of the Estate assets as follows:
Real Property
Personal Property
Total
$155,000.00
92.958.07
$247,958.07; and
The aforesaid Inventory will be filed with the Register of wills of the County of Cumberland,
Commonwealth of Pennsylvania; and
WHEREAS, the aforesaid Co-Executors compiled a statement of debts and deductions in the
sum of $35,949.34, which will be filed with the Register of wills of the County of Cumberland,
Commonwealth of Pennsylvania; and
WHEREAS, there remained subject to Pennsylvania Inheritance Tax the sum of $212,008.73,
all of which is taxable at the rate of four and one-half percent (4%%), being tax in the sum of
$9,540.39. The aforesaid tax was paid as follows: December 3,2001, a payment in the sum of
$8,800.00, with a discount credit in the sum of $463.16; and April 5, 2002, a payment in the
sum of $277.23; and
WHEREAS, the aforesaid Co-Executors received additional monies in the sum of $2,930.95,
which are neither required to be inventoried nor are they subject to Pennsylvania Inheritance T
ax as follows:
Allfirst Bank Estate Checking Account Interest Income
Prudential Financial Interest Income
Waypoint Bank Checking Account
Total
$ 143.97
3,005.44
(218.46)
$2,930.95; and
WHEREAS, in accordance with the terms of the Escrow Agreement, dated November 15, 2001,
Reager & Adler, PC is holding in escrow the sum of $17,050.00; and
WHEREAS, the aforesaid Co-Executors reserved the sum of $2,500.00 for any unanticipated
expenses as well as the anticipated additional fees and costs associated with the preparation of
2
fiduciary income tax returns for the tax year ending December 31,2002 and the payment of year
2001 and 2002 fiduciary income taxes; and
WHEREAS, there remains for distribution to the residuary beneficiaries the sum of
$186,312.45, which is to be distributed as follows:
Ralphine Rae Gentzler
$62,104.15 (1/3 of Residue) as:
$60,000.00 - Cash Advance (February I, 2002)
$2,104.15 - Cash
Jill A. Johns
$62,104.15 (1/3 of Residue) as:
$60,000.00 - Cash Advance (February I, 2002)
$2,104.15 - Cash
T arrell J. Neiman
$62,104.15 (1/3 of Residue) as:
$60,000.00 - Cash Advance (February I, 2002)
$2,104.15 - Cash
3
RELEASE
NOW THEREFORE, this indenture witnesseth that in consideration of the premises and the
accounting set forth in the Accounting, Receipt, and Release, attached hereto, and the payment
of the sum to me as set forth therein, tlle receipt of which from tIle Co-Executors, Ralphine Rae
Gentzler and Tarrell J. Neiman, is hereby aclmowledged, I, Ralphine Rae Gentzler, do
hereby release and forever discharge the aforesaid Co-Executors from all actions, demands,
claims, or further accounting wllatsoever in relation to the Estate of Ralph S. Neiman, for and
on account of the administration of the Estate, or for any act or thing done, committed, or
neglected by the aforesaid Co-Executors in relation thereto.
IN WITNESS WHEI~EOF, I have hereunto set my hand and seal this fifth day of April 2002.
WITNESS:
'-~ /J
ILu L'-c~ ~ ) ~~ ./
Ralph~e Rae Gentzier
Social Security Number: 210-30-1582
10411 Storybook Drive
Cincinnati, Ohio 45242
~'~3('~
4
RELEASE
NOW THEREFORE, this indenture witnesseth that in consideration of tl"1e premises and the
accounting set forth in the Accounting, Receipt, and Release, attached hereto, and the payment
of the sum to me as set forth therein, the receipt of which from the Co-Executors, Ralphine Rae
Gentzler and T arrell J. Neiman, is l"1ereby aclmowledged, I, T arrell J . Neiman, do hereby
release and forever discharge the aforesaid Co-Executors from all actions, demands, claims, or
further accounting whatsoever in relation to the Estate of Ralph S. Neiman, for and on
account of the administration of the Estate, or for any act or thing done, committed, or neglected
by the aforesaid Co-Executors in relation thereto.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this fifth day of April 2002.
~/.~
/
T arrell J. Neiman
Social Security Number: 167-34-0879
127 Homewood Drive
York Pennsylvania 17403
5
RELEASE
NOW THEREFORE, this indenture witnessedl tllat in consideration of the premises and the
accounting set forth in the Accounting, Receipt, and Release, attached hereto, and the payment
of the sum to me as set forth therein, the receipt of which from the Co-Executors, Ralphine Rae
Gentzler and Tarrell J. Neiman, is hereby acknowledged, I, Jill A. Neiman, now married and
known as Jill A. Johns, do hereby release and forever discharge the aforesaid Co-Executors from
all actions, demands, claims, or [llrtller accounting whatsoever in relation to the Estate of
Ralph S. Neiman, for and on account of the administration of the Estate, or for any act or
thing done, committed, or neglected by the aforesaid Co-Executors in relation thereto.
IN WITNESS WHEI~EOF, I have hereunto. set my hand and seal this fiftll day of April 2002.
Jill A. John
Social Sec r 178-40-7935
42 Sherwo Circle
Enola, Pennsylvania 17025
6
STATUS REPORT UNDER RULE 6.12
])OJV: J \All
1 fa 7 /6 /
I I
J I.JDI-~ I
~I
uK
Date of Death:
4sti
Name of Decedent:
Will No.:
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file\""a final account with the Court? 5?/.' '7 /
Yes_ NoD ~ ~ 70/03
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:7or6 J ~~~~ ~, ~
, ~ ~ k \?_ CC- "'- C ~ As k ~ Y
Name
\3i C,lu(~d~~(~(( RJ
Address M:~:::c "''''''''- k,\" cJ., I ~ A '
~ \ I - 7 ~ l,- J- ~ g 2-
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative